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Stonebridge Financial Group (Pennsylvania)’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Stonebridge Financial Group (Pennsylvania)’s Portfolio DFUV Stock Details DFUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$328K Hold
5,954
– – 0.02% 218
2026
Q1 		$289K Hold
5,954
– – 0.02% 216
2025
Q4 		$277K Hold
5,954
– – 0.02% 210
2025
Q3 		$266K Hold
5,954
– – 0.02% 206
2025
Q2 		$252K Hold
5,954
– – 0.02% 208
2025
Q1 		$245K Hold
5,954
– – 0.03% 201
2024
Q4 		$244K Buy
+5,954
New +$253K 0.03% 210

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s DFUV Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 5,954 shares worth $328K. The position accounts for 0.02% of the portfolio, ranked #218.

Stonebridge Financial Group (Pennsylvania) first reported a position in DFUV in Q4 2024 and has held it in 7 quarters since. 711 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Stonebridge Financial Group (Pennsylvania) held 5,954 shares of Dimensional US Marketwide Value ETF worth $328K as of Q2 2026.
  • Stonebridge Financial Group (Pennsylvania) left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
  • Dimensional US Marketwide Value ETF made up 0.02% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #218 holding.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Dimensional US Marketwide Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 711 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.